High Note Wealth, LLC Incresed Positions in Q4 2024

High Note Wealth, LLC

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11K
+ 19.83%
$570.51 - $610.59 $6.29M - $6.74M
66.7K $39.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
70.3K
+ 532.23%
$96.64 - $101.23 $6.8M - $7.12M
83.5K $8.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
75.1K
+ 537.12%
$87.1 - $98.49 $6.55M - $7.4M
89.1K $7.78M
IEF
Ishares Barclays

ETFs
49.6K
+ 1110.25%
$92.08 - $98.18 $4.57M - $4.87M
54.1K $5M
PLTR
Palantir Technologies Inc.

Technology
491
+ 0.66%
$36.46 - $82.38 $17.9K - $40.4K
75.3K $5.69M
AMZN
Amazon Com Inc

Consumer Cyclical
282
+ 0.64%
$180.88 - $232.93 $51K - $65.7K
44.5K $9.76M
AAPL
Apple Inc.

Technology
203
+ 0.26%
$221.69 - $259.02 $45K - $52.6K
78K $19.5M
GOOGL
Alphabet Inc.

Communication Services
378
+ 0.76%
$161.86 - $196.66 $61.2K - $74.3K
49.9K $9.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.6K
+ 10.66%
$481.22 - $538.17 $769K - $861K
16.6K $8.49M
JPM
Jpmorgan Chase & CO

Financial Services
288
+ 1.04%
$205.18 - $250.29 $59.1K - $72.1K
28K $6.72M
WMT
Walmart Inc.

Consumer Defensive
862
+ 1.39%
$79.1 - $95.7 $68.2K - $82.5K
63K $5.7M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
17.3K
+ 277.2%
$32.68 - $36.28 $566K - $629K
23.6K $770K
VB
Vanguard Small Cap ETF

ETFs
459
+ 1.0%
$233.76 - $261.58 $107K - $120K
46.5K $11.2M
AZO
Autozone Inc

Consumer Cyclical
34
+ 1.69%
$2981.19 - $3370.27 $101K - $115K
2.04K $6.54M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.9K
+ 2.87%
$40.97 - $42.66 $405K - $422K
355K $14.7M
CRM
Salesforce, Inc.

Technology
51
+ 1.89%
$270.87 - $367.87 $13.8K - $18.8K
2.75K $920K
PYPL
Pay Pal Holdings, Inc.

Financial Services
42
+ 1.41%
$77.25 - $91.3 $3.24K - $3.83K
3.02K $257K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.03%
$225.97 - $266.66 $226 - $267
3.77K $906K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
141
+ 1.88%
$66.77 - $71.52 $9.41K - $10.1K
7.65K $527K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.21%
$873.59 - $994.69 $874 - $995
479 $438K
NKE
Nike, Inc.

Consumer Cyclical
59
+ 2.5%
$73.36 - $89.13 $4.33K - $5.26K
2.42K $182K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
3.64K
+ 3.54%
$34.5 - $36.32 $126K - $132K
106K $3.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 0.75%
$442.29 - $483.08 $57.5K - $62.8K
17.4K $7.88M
RTX
Raytheon Technologies Corp

Industrials
605
+ 2.45%
$114.45 - $127.21 $69.2K - $77K
25.3K $2.92M
MSFT
Microsoft Corp

Technology
29
+ 0.13%
$406.35 - $454.46 $11.8K - $13.2K
21.8K $9.19M
GD
General Dynamics Corp

Industrials
371
+ 4.68%
$260.28 - $314.03 $96.6K - $117K
8.29K $2.19M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.12K
+ 2.17%
$55.45 - $61.08 $61.8K - $68.1K
52.5K $2.91M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.19%
$727.2 - $932.06 $4.36K - $5.59K
3.19K $2.47M
ABBV
Abb Vie Inc.

Healthcare
132
+ 0.66%
$164.99 - $203.87 $21.8K - $26.9K
20.1K $3.57M
LMT
Lockheed Martin Corp

Industrials
98
+ 2.06%
$479.66 - $614.62 $47K - $60.2K
4.86K $2.36M
SCHP
Schwab Strategic Us Tips ETF

ETFs
40.8K
+ 49.76%
$25.74 - $53.78 $1.05M - $2.19M
123K $3.17M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
8.6K
+ 3.02%
$75.65 - $83.47 $651K - $718K
293K $22.3M
Activity Summary
Buys All Purchases 830 New Holdings 797 Increased Positions 33 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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